Founder: assign onboarding tasks from new client forms

Wellness founders lose prospects when pre-onboarding forms go unanswered. So founders receive structured client info and can schedule initial calls to lock in new clients.

Overview

Founders in health and wellness risk losing new clients when onboarding steps slip. This workflow turns every pre-onboarding form into a prioritized CRM onboarding task assigned to the founder, ensuring structured client details are ready and follow-ups happen before prospects go cold.

Notable Features

Create CRM onboarding activities
Assign tasks to founder or rep
Attach structured client responses to task